Financial Adviser · GEELONG, VIC

William Ambrose Kelly

GEELONG, VIC

9 Years experience

Tax advice
authorised

ASIC Registered · ADV 001254947

Currently at

Politis Investment Strategies

Wickham, NSW (firm address)

View firm profile

About William Ambrose Kelly

William Ambrose Kelly is a financial adviser based in Geelong, Victoria, with 9 years of experience in the financial services industry since 2017. William is currently authorised under Politis Investment Strategies. William holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). William's qualifications include a Bachelor of Business (Accounting) from Deakin University. William is a member of Institute of Chartered Accountants Australia (ICAA) and National Tax & Accountant Association (NTAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products

Restrictions: Financial product advice restricted as per Notice of Authorisation and Approved Product List issued

Authorised to provide tax financial advice services

Qualifications and Training

1993

Bachelor of Business (Accounting)

Deakin University

1997

Chartered Accountant

The Institute of Chartered Accountants in Australia

2017

Diploma of Financial Planning

International Institute of Technology (IIT)

2017

Specialist SMSF Certificate

International Institute of Technology (IIT)

2024

Superannuation & Retirement Advice (FPC003)

Kaplan Professional

2025

Ethics and Professionalism in Financial Advice (FPC002B)

Ethics - Kaplan Professional

Registration History

Politis Investment Strategies Pty Ltd

May 2017 - Present Current

Financial product advice restricted as per Notice of Authorisation and Approved Product List issued

Source: ASIC Financial Advisers Register